IPI

Inflection Point Investments Portfolio holdings

AUM $52.8M
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.4M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$1.48M
3
+$1.48M

Top Sells

1
+$2.21M
2
+$765K
3
+$567K

Sector Composition

1 Consumer Discretionary 25.83%
2 Communication Services 20.76%
3 Industrials 20.55%
4 Technology 18.38%
5 Consumer Staples 14.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 20.55%
487,262
2
$9.98M 13.59%
320,297
-18,216
3
$9.82M 13.38%
268,824
-60,549
4
$9.14M 12.45%
422,919
+68,309
5
$8.46M 11.52%
291,658
+50,963
6
$6.9M 9.4%
837,901
-93,000
7
$6.78M 9.24%
548,456
8
$3.73M 5.08%
438,362
9
$3.52M 4.79%
+183,000